Populism has become part of the global landscape, rooted in frustrations over inequality, stagnant mobility, and a sense that mainstream policymakers have failed to adapt to shifting economic realities.
Asset owners are, on a net basis, increasing allocations across fixed income sectors, seeking geographical diversification – particularly those in Asia-Pacific and EMEA – and trusting bonds to provide ballast against equity risk in portfolios.
This article was produced by Capital Group without involvement from the Top1000funds.com editorial team.
Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.
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